Oakmark International Fund Net Income
| OAZIX Fund | USD 32.89 0.34 1.04% |
As of the 23rd of January, Oakmark International holds the Risk Adjusted Performance of 0.0768, semi deviation of 0.7304, and Coefficient Of Variation of 961.94. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oakmark International, as well as the relationship between them.
Oakmark International's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Oakmark International's valuation are provided below:Oakmark International does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Oakmark |
Oakmark International 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oakmark International's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oakmark International.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Oakmark International on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Oakmark International or generate 0.0% return on investment in Oakmark International over 90 days. Oakmark International is related to or competes with T Rowe, T Rowe, Ab Large, First Eagle, T Rowe, T Rowe, and Sprott Physical. The fund invests primarily in a diversified portfolio of common stocks of non-U.S More
Oakmark International Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oakmark International's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oakmark International upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8794 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.23 |
Oakmark International Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark International's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oakmark International's standard deviation. In reality, there are many statistical measures that can use Oakmark International historical prices to predict the future Oakmark International's volatility.| Risk Adjusted Performance | 0.0768 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0876 |
Oakmark International January 23, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0768 | |||
| Market Risk Adjusted Performance | 0.0976 | |||
| Mean Deviation | 0.5483 | |||
| Semi Deviation | 0.7304 | |||
| Downside Deviation | 0.8794 | |||
| Coefficient Of Variation | 961.94 | |||
| Standard Deviation | 0.7441 | |||
| Variance | 0.5536 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0876 | |||
| Maximum Drawdown | 4.07 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 1.23 | |||
| Downside Variance | 0.7733 | |||
| Semi Variance | 0.5335 | |||
| Expected Short fall | (0.55) | |||
| Skewness | (0.50) | |||
| Kurtosis | 1.22 |
Oakmark International Backtested Returns
At this stage we consider Oakmark Mutual Fund to be very steady. Oakmark International maintains Sharpe Ratio (i.e., Efficiency) of 0.0702, which implies the entity had a 0.0702 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oakmark International, which you can use to evaluate the volatility of the fund. Please check Oakmark International's Semi Deviation of 0.7304, coefficient of variation of 961.94, and Risk Adjusted Performance of 0.0768 to confirm if the risk estimate we provide is consistent with the expected return of 0.0539%. The fund holds a Beta of 0.77, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oakmark International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oakmark International is expected to be smaller as well.
Auto-correlation | -0.27 |
Weak reverse predictability
Oakmark International has weak reverse predictability. Overlapping area represents the amount of predictability between Oakmark International time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oakmark International price movement. The serial correlation of -0.27 indicates that nearly 27.0% of current Oakmark International price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.27 | |
| Spearman Rank Test | -0.12 | |
| Residual Average | 0.0 | |
| Price Variance | 0.29 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Oakmark International reported net income of 0.0. This indicator is about the same for the Oakmark average (which is currently at 0.0) family and about the same as Foreign Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Oakmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark International's current stock value. Our valuation model uses many indicators to compare Oakmark International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark International competition to find correlations between indicators driving Oakmark International's intrinsic value. More Info.Oakmark International is number one fund in price to earning among similar funds. It also is number one fund in annual yield among similar funds fabricating about 0.01 of Annual Yield per Price To Earning. The ratio of Price To Earning to Annual Yield for Oakmark International is roughly 74.77 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark International's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Oakmark International
The fund consists of 97.3% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Oakmark International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oakmark Fundamentals
| Price To Earning | 1.63 X | |||
| Total Asset | 16.98 B | |||
| Annual Yield | 0.02 % | |||
| Net Asset | 20.39 B | |||
| Cash Position Weight | 2.70 % | |||
| Equity Positions Weight | 97.30 % |
About Oakmark International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakmark International's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark International based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oakmark Mutual Fund
Oakmark International financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark International security.
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